Date: November 18, 2010
Speaker(s): Steven A. Widdes
Event Type: Speaking Engagement
Location: Far East Restaurant , 5505 Nicholson Lane, Rockville, Maryland 20852
Steven Widdes will present “The Good, Bad and Ugly about Retirement Plan and IRA Distributions” at the AAA-CPA Capital Area Chapter Meeting.
Even with the poor economy, a major portion of our clients' assets are tied up in Plan and IRA proceeds. The harsh income and estate tax treatment of the receipt of these proceeds can have a major aspect of what really passes to the ultimate beneficiaries. This presentation will focus on the primary considerations and suggested approaches to the distribution of these assets. It will cover not only the tax impact of such payments but also review the practical and asset protection ramifications of these distributions and how the planner should deal with those issues.
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